| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| FSA WEALTH PARTNERS, INC. | 79,989 | 87,701 | +7,712 | 0.31 | 0.37 | +0.06 | buy |
| Meridian Wealth Management, LLC | 70,850 | 61,850 | -9,000 | 0.04 | 0.02 | -0.01 | sell |